DNA Behavior Performance Blog | Behavioral Portfolios

The Anchored Implementer

By Hugh Massie ⋅ September 19, 2011 ⋅ Post a comment

Naturally consistent and experience-driven people will be “Anchored Implementers” who are able to focus on a plan but may overvalue proven strategies.

Financial Personality Under Pressure

By Hugh Massie ⋅ June 16, 2011 ⋅ Post a comment

Hugh Massie of DNA Behavior International talks with AdvisorTV and Financial Planning Magazine about the predictability of investor decision making.

The Outgoing People Connector

By Hugh Massie ⋅ February 16, 2011 ⋅ One comment

Naturally expressive and talkative people will be “Outgoing People Connectors” who are able to network with people well but may make uneducated bets from following the herd that sabotage their portfolio.

Financial Performance in the New Behavioral Economy White Paper

By Hugh Massie ⋅ January 20, 2011 ⋅ One comment

The winds of change are moving fast through the modern economy, and this includes the financial services industry. What we are seeing is the emergence of the “New Behavioral Economy” – where the client is king and behavioral finance is in. This means the approach to providing [...]

Global Transition for High Net Worth Individuals

By Hugh Massie ⋅ July 23, 2009 ⋅ Post a comment

I have just read KPMG’s Swiss Financial Services Newsletter for August 2008. The newsletter provides very sharp insights into the increasingly complex international needs of high net worth individuals. The outcome is that the consulting team will need to have a greater global outlook and more sophisticated approach to the technical [...]

Know Thy Investments

By Hugh Massie ⋅ April 21, 2009 ⋅ Post a comment

The primary foundations of Financial DNA are “Know Thyself” and Know Thy Client”. However, what I have not spoken up much before about is “Know Thy Investments”. For both the advisor and the client this is absolutely critical to successful investing. Who at some point has been caught in an investment they did not fully [...]

Investment Risks Rooted In Human Behavior

By Hugh Massie ⋅ March 5, 2009 ⋅ Post a comment

A statement I have been making to many people for the last 10 years is: “Investment markets cannot be controlled, but how you manage your reaction to them can be”.
Generally, for most investors the reason that they obtain returns which are on average 6% lower than market returns is because of [...]

Wealth Mentoring Your Clients….Managing Behavior

By Hugh Massie ⋅ March 2, 2009 ⋅ Post a comment

Hang on. Where is the market going to? Will the Dow be 5000 in the next few months by June 2009 or 22000 in 6 years? Who knows. They are interesting questions. I have placed my own personal wager on the markets reaching these levels in those time frames with some friends. I have often [...]

Managing Your Clients Through Turbulent Times

By Hugh Massie ⋅ February 18, 2009 ⋅ Post a comment

Well the stock market has gone to 10 year lows. Has it hit the bottom? That is not necessarily the crucial issue although this downward spiral will be raising more fears. What is crucial is how you handle this situation in terms of your own behavior and managing that of your [...]

Managing Risk

By Hugh Massie ⋅ August 13, 2008 ⋅ Post a comment

On the weekend, I had the great fortune to listen to a very inspiring presentation by Dr. Ben Carson. Dr. Carson is a leading pediatric neurosurgeon at the John Hopkins Hospital. In his career he has been a pioneer in performing highly risky surgery on children. He has a great book: [...]

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